Can I use Client Numbers?

  • Updated
If you are migrating your Matters from another software, our team can import your current Matter names in their current format. If the current Matter names begin with a Client Number followed by a sub-Matter Number, CARET Legal will not maintain that numbering system and format for any new Matters.
CARET Legal is Matter-centric, and creates a unique Matter Number for each new Matter created. We do not create an identifying "Client Number" as some other programs. Matters can be grouped by client name, through the Matter list or Contact section.
When setting up your Matter No. format, you will have the following options:


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